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ACG Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

ACG Wealth’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,013
Closed -$168K – 615
2022
Q2 		$168K Hold
2,013
– – 0.03% 264
2022
Q1 		$213K Buy
+2,013
New +$209K 0.04% 253
2019
Q3 		– Sell
-5,070
Closed -$318K – 353
2019
Q2 		$318K Buy
+5,070
New +$312K 0.04% 265

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACG Wealth's IUSG Position: Q3 2022 in Review

ACG Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 2,013 shares — an estimated $168K sold.

ACG Wealth first reported a position in IUSG in Q2 2019 and held it in 3 quarters. The position peaked at $318K in Q2 2019. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

  • ACG Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2,013 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $168K.
  • ACG Wealth first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and held it in 3 quarters.
  • ACG Wealth's iShares Core S&P US Growth ETF position peaked at $318K in Q2 2019.
  • 513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.